There are abundant Orders on hand. Ningbo Orient Wires & Cables invests 2 billion yuan to expand production | Quick reading of the announcement.
① The backlog of orders is abundant, and Ningbo Orient Wires & Cables plans to invest 2 billion yuan in three phases to construct a deep-sea transmission equipment project; ② Industry insiders say that in the wind power Industry Chain, the submarine cable segment, especially for high voltage submarine cable products, has a good competitive landscape, and a few companies, including Ningbo Orient Wires & Cables, monopolize the market.
Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.
①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.
The Meituan Robot Research Institute's academic annual conference is about to open, and commercial service robots are expected to enter a Gold development period.
① The 2024 Meituan Robot Research Institute Academic Annual Conference will be held in Shenzhen on December 27. ② It is expected that by 2030, the Global commercial service robot market size will exceed 10 billion yuan, with an average annual growth rate of 20.3%.
[Data Analysis] Speculative funds' activity significantly rebounded, four business departments jointly rushing to subscribe to China Greatwall Technology Group nearly 1 billion.
① The activity of speculative capital has significantly increased compared to the previous few days, with multiple individual stocks receiving over billion in buy and sell transactions. ② China Greatwall Technology Group received a total buy-in of 0.975 billion from four first-tier speculative capital seats; Grinm Advanced Materials received a total buy-in of over 0.4 billion from four first-tier speculative capital seats.
【Data Monitoring】 The huatai-pb china science and technology innovation board 50 component etf saw a significant decrease in its shares last week, with many stocks such as china greatwall technology group experiencing intense speculation from frontline fu
①Last week, the redemption of multiple star index ETFs decreased significantly, with a 4.8 billion decrease in the shares of ChinaAMC Star50 ETF (588000). ②Multiple popular stocks in the market experienced significant buying and selling activities from first-tier institutional investors, with china greatwall technology group being bought by citic sec Peking headquarters business department for 0.149 billion, while also being sold by a total of 0.364 billion from two other first-tier institutional investor seats.
Specific subsidy plan released! Low-altitude sector expected to usher in a wave of orders.
The Ministry of Industry and Information Technology recently held the first plenary meeting of the leading group for the development of low-altitude industry, discussing and deploying the key tasks to promote high-quality development of the low-altitude industry. On the same day, the Shenzhen Transportation Bureau solicited opinions on the detailed rules for the implementation of "Several Measures to Support the High-quality Development of the Low-altitude Economy in Shenzhen". The draft for soliciting opinions proposes specific subsidy plans.